SGI Somnigroup International Inc. Common Stock
Sobre Somnigroup International Inc. Common Stock Visão geral da empresa da Wikipedia
Somnigroup International Inc. is an American manufacturer of mattresses and bedding products.
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Somnigroup International Inc. is an American manufacturer of mattresses and bedding products.
The company was formed when Tempur-Pedic International, a manufacturer of memory foam mattresses, acquired its biggest competitor Sealy Corporation in 2012. It is based in Lexington, Kentucky.
In May 2023, Temper Sealy sought to acquire mattress retailer Mattress Firm for a reported $4 billion. However, in July 2024 the deal was blocked by the United States Federal Trade Commission due to concerns about its impact on competition in the space. The company sued the Federal Trade Commission in October to halt the court proceedings and won the case in January 2025, allowing the deal to go through.
The acquisition was finalized in February 2025 and Tempur Sealy changed its name to Somnigroup International Inc.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
SGI Instantâneo da Ação Preço, capitalização de mercado, P/E, EPS, ROE, dívida/patrimônio, intervalo de 52 semanas
SGI Gráfico de Preço da Ação OHLCV diário com indicadores técnicos — panorâmica, zoom e personalize sua visualização
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos
| Data ex | Valor |
|---|---|
| 21 de Maio de 2026 | $0,1700 |
| 5 de Março de 2026 | $0,1700 |
| 20 de Novembro de 2025 | $0,1500 |
| 21 de Agosto de 2025 | $0,1500 |
| 22 de Maio de 2025 | $0,1500 |
| 6 de Março de 2025 | $0,1500 |
| 21 de Novembro de 2024 | $0,1300 |
| 15 de Agosto de 2024 | $0,1300 |
| 15 de Maio de 2024 | $0,1300 |
| 21 de Fevereiro de 2024 | $0,1300 |
| 15 de Novembro de 2023 | $0,1100 |
| 16 de Agosto de 2023 | $0,1100 |
| 22 de Maio de 2023 | $0,1100 |
| 22 de Fevereiro de 2023 | $0,1100 |
| 16 de Novembro de 2022 | $0,1000 |
| 10 de Agosto de 2022 | $0,1000 |
| 11 de Maio de 2022 | $0,1000 |
| 7 de Março de 2022 | $0,1000 |
| 9 de Novembro de 2021 | $0,0900 |
| 11 de Agosto de 2021 | $0,0900 |
SGI Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
- Compra forte 5 33,3%
- Compra 7 46,7%
- Manter 3 20,0%
- Venda 0 0,0%
- Venda forte 0 0,0%
Preço-alvo de 12 meses
9 analistas · 2026-08-17Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
| Período | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|
| 30 de Junho de 2026 | $0.58 | $0.58 | -0.00% |
| 31 de Março de 2026 | $0.59 | $0.58 | 0.01% |
| 31 de Dezembro de 2025 | $0.72 | $0.73 | -0.01% |
| 30 de Setembro de 2025 | $0.95 | $0.87 | 0.08% |
| 30 de Junho de 2025 | $0.53 | $0.51 | 0.02% |
| 31 de Março de 2025 | $0.49 | $0.47 | 0.02% |
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| SGI | — | 48.5 | 51.6% | 5.1% | 12.9% | 42.6% |
| MHK | $7.52B | 18.4 | -0.48% | 3.4% | 4.7% | 23.9% |
| LZB | $1.43B | 14.3 | 0.83% | 4.8% | 9.8% | 44.0% |
| LEG | $2.19B | 6.5 | -7.5% | 5.8% | 27.5% | 18.4% |
| ETD | $708M | 13.9 | -4.9% | 8.4% | 10.7% | 60.5% |
| XMAX | — | — | — | — | — | — |
| FLXS | $191M | 10.1 | 6.9% | 4.6% | 12.2% | 22.2% |
| LOVE | $195M | 47.6 | 2.4% | 0.58% | 1.9% | 56.4% |
| BSET | $134M | 22.2 | 1.6% | 1.8% | 3.7% | 56.3% |
| HOFT | $143M | -5.2 | -12.4% | -9.7% | -14.9% | 26.4% |
| LIVE | $56M | 3.7 | -5.9% | 5.1% | 27.0% | 32.7% |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados 16
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $7.48B | $4.93B | $4.93B | $4.92B | $4.93B | $3.68B | $3.11B | $2.70B | $2.70B | $3.08B | $3.15B | $2.99B | |
| Cost of Revenue | $4.29B | $2.90B | $2.94B | $2.87B | $2.77B | $2.04B | $1.76B | $1.58B | $1.58B | $1.79B | $1.91B | $1.84B | |
| Gross Profit | $3.18B | $2.03B | $1.99B | $2.05B | $2.16B | $1.64B | $1.34B | $1.12B | $1.12B | $1.29B | $1.25B | $1.15B | |
| R&D Expense | $33M | $31M | $31M | $29M | $27M | $23M | $23M | $22M | $22M | $27M | $29M | $22M | |
| SG&A Expense | · | · | · | · | · | · | · | · | · | · | · | $281M | |
| Operating Income | $755M | $634M | $607M | $681M | $912M | $532M | $347M | $256M | $296M | $413M | $306M | $276M | |
| Interest Expense | · | · | $130M | $103M | $66M | $77M | $86M | $92M | $87M | $83M | $102M | $92M | |
| Other Non-op | $-6M | $5M | $0 | $-400.0K | $1M | $2M | $4M | $1M | $7M | $300.0K | $-13M | $14M | |
| Pretax Income | $481M | $504M | $474M | $577M | $824M | $452M | $266M | $165M | $215M | $284M | $191M | $175M | |
| Income Tax | $96M | $119M | $103M | $119M | $198M | $103M | $75M | $50M | $44M | $86M | $125M | $65M | |
| Net Income | $384M | $384M | $368M | $456M | $624M | $349M | $190M | $100M | $151M | $191M | $64M | $109M | |
| EPS (Basic) | $1.86 | $2.21 | $2.14 | $2.61 | $3.17 | $1.68 | $0.87 | $0.46 | $2.80 | $3.23 | $1.05 | $1.79 | |
| EPS (Diluted) | $1.84 | $2.16 | $2.08 | $2.53 | $3.06 | $1.64 | $0.86 | $0.46 | $2.77 | $3.19 | $1.03 | $1.75 | |
| Shares (Basic) | 206,000,000 | 173,600,000 | 172,200,000 | 174,900,000 | 197,000,000 | 207,900,000 | 218,000,000 | 217,600,000 | 54,000,000 | 59,000,000 | 61,700,000 | 60,800,000 | |
| Shares (Diluted) | 209,200,000 | 178,200,000 | 177,300,000 | 180,300,000 | 204,300,000 | 212,300,000 | 221,600,000 | 220,400,000 | 54,700,000 | 59,800,000 | 62,600,000 | 62,100,000 | |
| EBITDA | $1.05B | $836M | $790M | $861M | $1.09B | $735M | $463M | $368M | $383M | $505M | $403M | $366M |
Balanço Patrimonial 27
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | $69M | $301M | $65M | $65M | $46M | $41M | $65M | $154M | $62M | |
| Receivables | $358M | $404M | $431M | $423M | $420M | $384M | $372M | $322M | $311M | $342M | $379M | $386M | |
| Inventory | $630M | $447M | $483M | $555M | $464M | $312M | $260M | $222M | $179M | $196M | $199M | $217M | |
| Prepaid Expense | $171M | $96M | $114M | $148M | $92M | $208M | $203M | $216M | $63M | $64M | $77M | $56M | |
| Current Assets | $1.29B | $1.07B | $1.10B | $1.20B | $1.28B | $968M | $900M | $805M | $607M | $668M | $809M | $722M | |
| PP&E (Net) | · | · | · | · | · | $508M | $436M | $421M | $434M | $422M | $362M | $356M | |
| PP&E (Gross) | · | · | · | · | · | · | · | $893M | $862M | $787M | $689M | $654M | |
| Accum. Depreciation | · | · | · | · | · | · | · | $472M | $428M | $365M | $327M | $298M | |
| Goodwill | $4.60B | $1.07B | $1.08B | $1.06B | $1.11B | $766M | $732M | $723M | $733M | $699M | $709M | $736M | |
| Intangibles | $2.59B | $700M | $715M | $716M | $751M | $630M | $641M | $649M | $667M | $679M | $695M | $727M | |
| Other Non-current Assets | $207M | $130M | $122M | $77M | $112M | $118M | $93M | $94M | $227M | $185M | $68M | $31M | |
| Total Assets | $11.60B | $5.98B | $4.55B | $4.36B | $4.32B | $3.31B | $3.06B | $2.72B | $2.69B | $2.70B | $2.66B | $2.58B | |
| Accounts Payable | $402M | $360M | $311M | $360M | $432M | $324M | $252M | $253M | $228M | $235M | $266M | $226M | |
| Accrued Liabilities | $636M | $394M | $427M | $433M | $457M | $585M | $473M | $359M | $222M | $250M | $254M | $233M | |
| Current Liabilities | $1.57B | $960M | $908M | $981M | $1.05B | $975M | $773M | $669M | $577M | $561M | $713M | $538M | |
| Capital Leases | $1.59B | $532M | $575M | $454M | $427M | $275M | $205M | $0 | · | · | · | · | |
| Deferred Tax | $625M | $108M | $128M | $114M | $129M | $90M | $102M | $118M | $114M | $175M | $195M | $217M | |
| Other Non-current Liabilities | $131M | $71M | $83M | $84M | $140M | $132M | $118M | $112M | $206M | $180M | $171M | $114M | |
| Total Liabilities | $8.48B | $5.41B | $4.22B | $4.37B | $4.03B | $2.80B | $2.70B | $2.50B | $2.58B | $2.73B | $2.35B | $2.37B | |
| Long-term Debt | $4.61B | $3.76B | $2.50B | $2.75B | $2.28B | $1.30B | $1.54B | $1.65B | $1.75B | $1.89B | $1.45B | $1.56B | |
| Total Debt | · | · | · | · | · | · | $1.54B | $1.65B | $1.75B | $1.89B | $1.45B | · | |
| Common Stock | $3M | $3M | $3M | $3M | $3M | $3M | $3M | $1M | $1M | $1M | $1M | $1M | |
| Retained Earnings | $3.83B | $3.57B | $3.28B | $2.99B | $2.60B | $2.05B | $1.70B | $1.51B | $1.42B | $1.26B | $1.11B | $1.04B | |
| Treasury Stock | $1.66B | $3.33B | $3.38B | $3.43B | $2.84B | $2.10B | $1.83B | $1.74B | $1.74B | $1.70B | $1.17B | $1.19B | |
| AOCI | $-98M | $-187M | $-137M | $-177M | $-99M | $-66M | $-88M | $-95M | $-76M | $-104M | $-110M | $-56M | |
| Stockholders' Equity | $3.11B | $559M | $323M | $-22M | $286M | $505M | $360M | $218M | $112M | $-45M | $290M | $203M | |
| Liabilities + Equity | $11.60B | $5.98B | $4.55B | $4.36B | $4.32B | $3.31B | $3.06B | $2.72B | $2.69B | $2.70B | $2.66B | $2.58B |
Fluxo de Caixa 16
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $290M | $202M | $183M | $180M | $175M | $202M | $116M | $112M | $94M | $89M | $94M | $90M | |
| Stock-based Comp | $41M | $36M | $48M | $53M | $61M | $104M | $27M | $25M | $13M | $16M | $22M | $13M | |
| Deferred Tax | $26M | $-19M | $8M | $-10M | $11M | $-9M | $-7M | $6M | $-61M | $-31M | $-21M | $-27M | |
| Amort. of Intangibles | $6M | $7M | $9M | $16M | $16M | $16M | $16M | $15M | $16M | $17M | $18M | $18M | |
| Other Non-cash | $59M | $64M | $-37M | $-300M | $-148M | $8M | $-11M | $-36M | $24M | $-111M | $66M | $40M | |
| Operating Cash Flow | $800M | $666M | $570M | $379M | $723M | $655M | $315M | $208M | $256M | $168M | $234M | $225M | |
| CapEx | $167M | $97M | $185M | $306M | $123M | $111M | $88M | $74M | $67M | $62M | $66M | $48M | |
| Investing Cash Flow | $-3.02B | $-97M | $-188M | $-315M | $-555M | $-147M | · | · | $-62M | $-62M | $-60M | $-10M | |
| Stock Issued | $50M | $500.0K | $3M | $500.0K | $15M | $7M | $18M | $5M | $13M | $16M | $20M | $4M | |
| Net Stock Activity | $50M | $500.0K | $3M | $500.0K | $15M | $7M | $18M | $5M | $13M | $16M | $20M | $4M | |
| Dividends Paid | $127M | $93M | $78M | $70M | $63M | $0 | $0 | · | · | · | · | · | |
| Financing Cash Flow | $617M | $1.08B | $-384M | $-279M | $76M | $-523M | $-203M | $-107M | $-175M | $-185M | $-91M | $-238M | |
| Net Change in Cash | $-1.57B | $1.63B | $6M | $-231M | $236M | $100.0K | $19M | $4M | $-24M | $-88M | $91M | $-18M | |
| Taxes Paid | $41M | $134M | $133M | $138M | $185M | · | · | · | · | · | · | · | |
| Free Cash Flow | $633M | $569M | $385M | $72M | $600M | $543M | $227M | $134M | $156M | $103M | $168M | $178M | |
| Levered FCF | · | · | $283M | $-9M | $549M | $484M | $165M | $69M | $75M | $44M | $132M | $120M |
Lucratividade 8
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 42.6% | 44.2% | 43.2% | 41.6% | 43.8% | 44.6% | 43.2% | 41.5% | 41.4% | 41.9% | 39.6% | 38.5% | |
| Operating Margin | 10.1% | 12.9% | 12.3% | 13.8% | 18.5% | 14.5% | 11.2% | 9.5% | 10.5% | 13.3% | 9.8% | 9.2% | |
| Net Margin | 5.1% | 7.8% | 7.5% | 9.3% | 12.7% | 9.5% | 6.1% | 3.7% | 5.5% | 6.5% | 2.3% | 3.6% | |
| Pretax Margin | 6.4% | 10.2% | 9.6% | 11.7% | 16.7% | 12.3% | 8.6% | 6.1% | 6.8% | 9.1% | 6.3% | 5.9% | |
| EBITDA Margin | 14.0% | 17.0% | 16.0% | 17.5% | 22.0% | 20.0% | 14.9% | 13.6% | 13.9% | 16.2% | 12.8% | 12.2% | |
| ROA | 4.4% | 7.3% | 8.3% | 10.5% | 16.4% | 10.9% | 6.6% | 3.7% | 5.6% | 7.5% | 2.8% | 4.0% | |
| ROE | 12.9% | 68.4% | 137.0% | -521.7% | 192.7% | 73.4% | 54.4% | 47.4% | 447.9% | 147.0% | 29.8% | 67.8% | |
| ROIC | 19.5% | 86.8% | 146.8% | -2444.7% | 242.4% | 81.7% | 13.1% | 9.6% | 11.5% | 15.4% | 6.6% | 85.7% |
Liquidez e Solvência 5
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | 1.1 | 1.2 | 1.2 | 1.2 | 1.0 | 1.2 | 1.2 | 1.1 | 1.2 | 1.1 | 1.4 | |
| Quick Ratio | 0.2 | 0.4 | 0.5 | 0.5 | 0.7 | 0.5 | 0.6 | 0.5 | 0.6 | 0.8 | 0.7 | 0.8 | |
| Debt / Equity | · | · | · | · | · | · | 4.3 | 7.7 | 15.6 | -124.2 | 5.0 | · | |
| LT Debt / Equity | · | · | · | · | · | · | 4.2 | 7.5 | 14.9 | -119.6 | 4.4 | · | |
| Interest Coverage | · | · | 4.7 | 6.6 | 13.8 | 6.9 | 4.0 | 2.8 | 2.7 | 4.9 | 3.2 | 3.0 |
Eficiência 3
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 0.9 | 1.1 | 1.1 | 1.3 | 1.2 | 1.1 | 1.0 | 1.0 | 1.2 | 1.2 | 1.1 | |
| Inventory Turnover | 8.0 | 5.9 | 5.4 | 5.6 | 7.1 | 7.1 | 7.3 | 7.9 | 8.5 | 9.2 | 9.1 | 8.8 | |
| Receivables Turnover | 19.6 | 11.8 | 11.5 | 11.7 | 12.3 | 9.7 | 9.0 | 8.5 | 8.4 | 8.6 | 8.2 | 8.1 |
Taxas de Crescimento 9
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 51.6% | 0.11% | 0.09% | -0.19% | 34.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 15.0% | 0.00% | 10.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 15.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -14.8% | 3.9% | -17.8% | -17.3% | 86.6% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -10.1% | -11.0% | 8.2% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 2.3% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -0.05% | 4.4% | -19.2% | -27.0% | 79.0% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -5.5% | -14.9% | 1.8% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 1.9% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM) 6
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $7.48B | $4.93B | $4.93B | $4.92B | $4.93B | $3.68B | $3.11B | $2.70B | $2.70B | $3.08B | $3.15B | $2.99B | |
| Net Income TTM | $384M | $384M | $368M | $456M | $624M | $349M | $190M | $100M | $151M | $191M | $64M | $109M | |
| P/E | 48.5 | 26.2 | 24.5 | 13.6 | 15.4 | 16.5 | 25.3 | 22.5 | 5.7 | 5.4 | 17.1 | 7.8 | |
| Earnings Yield | 2.1% | 3.8% | 4.1% | 7.4% | 6.5% | 6.1% | 4.0% | 4.4% | 17.7% | 18.7% | 5.9% | 12.8% | |
| Payout Ratio | 33.2% | 24.1% | 21.1% | 15.5% | 10.1% | · | · | · | · | · | · | · | |
| Annual Payout | $127M | $93M | $78M | $70M | $63M | $0 | $0 | · | · | · | · | · |
Demonstração de Resultados 14
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.82B | $1.80B | $1.87B | $2.12B | $1.88B | $1.60B | $1.21B | $1.30B | $1.23B | $1.19B | $1.17B | $1.28B | $1.27B | $1.21B | $1.19B | $1.28B | |
| Cost of Revenue | $1.01B | $1.02B | $1.05B | $1.17B | $1.05B | $1.02B | $723M | $748M | $716M | $715M | $800M | $703M | $727M | $708M | $698M | $742M | |
| Gross Profit | $817M | $777M | $823M | $953M | $827M | $580M | $484M | $552M | $518M | $474M | $370M | $574M | $542M | $500M | $489M | $541M | |
| Operating Income | $202M | $187M | $247M | $315M | $180M | $13M | $128M | $202M | $173M | $132M | $122M | $183M | $159M | $143M | $147M | $201M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $34M | · | $33M | $34M | $33M | · | $27M | |
| Other Non-op | $5M | $10M | $11M | $-11M | $-5M | $-1M | $4M | $-400.0K | $600.0K | $300.0K | $-200.0K | $100.0K | $200.0K | $-100.0K | $-2M | $900.0K | |
| Pretax Income | $148M | $137M | $194M | $234M | $103M | $-49M | $96M | $171M | $140M | $98M | $88M | $151M | $125M | $110M | $114M | $175M | |
| Income Tax | $37M | $33M | $53M | $56M | $3M | $-16M | $23M | $41M | $34M | $21M | $10M | $37M | $32M | $24M | $12M | $41M | |
| Net Income | $111M | $104M | $141M | $177M | $99M | $-33M | $72M | $130M | $106M | $76M | $77M | $113M | $92M | $85M | $102M | $133M | |
| EPS (Basic) | $0.53 | $0.50 | $0.71 | $0.85 | $0.47 | $-0.17 | $0.41 | $0.75 | $0.61 | $0.44 | $0.44 | $0.66 | $0.54 | $0.50 | $0.60 | $0.77 | |
| EPS (Diluted) | $0.52 | $0.49 | $0.71 | $0.83 | $0.47 | $-0.17 | $0.40 | $0.73 | $0.60 | $0.43 | $0.44 | $0.64 | $0.52 | $0.48 | $0.58 | $0.75 | |
| Shares (Basic) | 210,400,000 | 210,300,000 | -408,000,000 | 209,900,000 | 209,200,000 | 194,900,000 | -347,400,000 | 173,700,000 | 173,700,000 | 173,600,000 | -344,100,000 | 172,200,000 | 172,100,000 | 172,000,000 | -353,700,000 | 171,900,000 | |
| Shares (Diluted) | 212,500,000 | 212,600,000 | -414,600,000 | 212,500,000 | 212,400,000 | 198,900,000 | -356,000,000 | 178,200,000 | 178,000,000 | 178,000,000 | -353,900,000 | 177,600,000 | 176,800,000 | 176,800,000 | -364,000,000 | 177,000,000 | |
| EBITDA | $275M | $260M | · | $391M | $248M | $79M | · | $253M | $223M | $180M | · | $228M | $205M | $188M | · | $245M |
Balanço Patrimonial 22
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Receivables | $361M | $339M | $358M | $398M | $361M | $342M | $404M | $468M | $474M | $484M | · | $526M | $476M | $462M | · | $488M | |
| Inventory | $650M | $631M | $630M | $645M | $710M | $681M | $447M | $496M | $507M | $490M | · | $486M | $529M | $567M | · | $599M | |
| Prepaid Expense | $166M | $165M | $171M | $167M | $219M | $198M | $96M | $87M | $84M | $96M | · | $145M | $147M | $151M | · | $95M | |
| Current Assets | $1.29B | $1.25B | $1.29B | $1.31B | $1.39B | $1.42B | $1.07B | $1.16B | $1.16B | $1.16B | · | $1.25B | $1.25B | $1.27B | · | $1.28B | |
| Goodwill | $4.58B | $4.59B | $4.60B | $4.43B | $4.59B | $4.55B | $1.07B | $1.10B | $1.08B | $1.08B | $1.08B | $1.06B | $1.08B | $1.07B | $1.06B | $1.03B | |
| Intangibles | $2.58B | $2.58B | $2.59B | $2.59B | $2.37B | $2.36B | $700M | $715M | $708M | $710M | · | $709M | $718M | $715M | · | $709M | |
| Other Non-current Assets | $233M | $220M | $207M | $162M | $152M | $190M | $130M | $125M | $132M | $126M | · | $77M | $87M | $83M | · | $105M | |
| Total Assets | $11.61B | $11.54B | $11.60B | $11.40B | $11.38B | $11.33B | $5.98B | $4.57B | $4.58B | $4.59B | · | $4.55B | $4.57B | $4.54B | · | $4.35B | |
| Accounts Payable | $522M | $465M | $402M | $459M | $482M | $474M | $360M | $347M | $353M | $345M | · | $362M | $363M | $368M | · | $440M | |
| Accrued Liabilities | $646M | $610M | $636M | $750M | $692M | $649M | $394M | $467M | $415M | $434M | · | $503M | $453M | $442M | · | $546M | |
| Current Liabilities | $1.72B | $1.61B | $1.57B | $1.74B | $1.68B | $1.69B | $960M | $1.01B | $958M | $958M | · | $1.06B | $1.01B | $1.02B | · | $1.08B | |
| Capital Leases | $1.60B | $1.59B | $1.59B | $1.60B | $1.55B | $1.53B | $532M | $549M | $553M | $558M | · | $528M | $507M | $501M | · | $441M | |
| Deferred Tax | $626M | $626M | $625M | $428M | $372M | $304M | $108M | $129M | $127M | $127M | · | $116M | $118M | $116M | · | $113M | |
| Other Non-current Liabilities | $133M | $131M | $131M | $124M | $118M | $134M | $71M | $78M | $81M | $81M | · | $81M | $84M | $84M | · | $132M | |
| Total Liabilities | $8.37B | $8.38B | $8.48B | $8.41B | $8.53B | $8.58B | $5.41B | $3.99B | $4.16B | $4.25B | · | $4.32B | $4.42B | $4.49B | · | $4.50B | |
| Long-term Debt | · | · | $4.61B | $4.56B | $4.86B | · | · | · | · | · | · | · | · | · | · | · | |
| Common Stock | · | · | $3M | · | · | · | $3M | · | · | · | · | · | · | · | · | · | |
| Retained Earnings | · | · | $3.83B | · | · | · | $3.57B | · | · | · | · | · | · | · | · | · | |
| Treasury Stock | · | · | $1.66B | · | · | · | $3.33B | · | · | · | · | · | · | · | · | · | |
| AOCI | · | · | $-98M | · | · | · | $-187M | · | · | · | · | · | · | · | · | · | |
| Stockholders' Equity | $3.23B | $3.15B | $3.11B | $2.99B | $2.84B | $2.74B | $559M | $564M | $412M | $327M | $323M | $214M | $138M | $35M | $-22M | $-153M | |
| Liabilities + Equity | $11.61B | $11.54B | $11.60B | $11.40B | $11.38B | $11.33B | $5.98B | $4.57B | $4.58B | $4.59B | · | $4.55B | $4.57B | $4.54B | · | $4.35B |
Fluxo de Caixa 16
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $73M | $72M | $80M | $76M | $69M | $66M | $52M | $51M | $50M | $48M | $48M | $45M | $46M | $45M | $48M | $44M | |
| Stock-based Comp | $11M | $12M | $10M | $12M | $10M | $8M | $9M | $9M | $10M | $9M | $12M | $12M | $13M | $11M | $14M | $12M | |
| Deferred Tax | $-2M | $2M | $24M | $400.0K | $1M | $0 | $-20M | $400.0K | $100.0K | $100.0K | $8M | $-300.0K | $100.0K | $700.0K | $-600.0K | $-3M | |
| Other Non-cash | · | $56M | · | · | · | $65M | · | · | · | $-4M | · | · | · | $-42M | · | · | |
| Operating Cash Flow | $236M | $246M | $99M | $408M | $186M | $106M | $129M | $257M | $151M | $130M | $91M | $229M | $151M | $100M | $95M | $217M | |
| CapEx | $55M | $60M | $58M | $48M | $37M | $24M | $21M | $16M | $28M | $32M | $32M | $41M | $61M | $52M | $90M | $86M | |
| Investing Cash Flow | $-54M | $-61M | $-76M | $-70M | $-19M | $-2.86B | $-21M | $-16M | $-28M | $-31M | $-35M | $-40M | $-60M | $-52M | $-90M | $-96M | |
| Stock Issued | $0 | $0 | $100.0K | $300.0K | $48M | $1M | $200.0K | $0 | $0 | $300.0K | $100.0K | $2M | $0 | $800.0K | $200.0K | $100.0K | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $25M | |
| Net Stock Activity | · | $0 | · | · | · | $1M | · | · | · | $300.0K | · | · | · | $800.0K | · | $-25M | |
| Dividends Paid | $36M | $37M | $32M | $32M | $32M | $33M | $23M | $23M | $23M | $25M | $19M | $19M | $19M | $21M | $17M | $17M | |
| Financing Cash Flow | $-179M | $-205M | $11M | $-334M | $-202M | $1.14B | $1.51B | $-241M | $-117M | $-78M | $-81M | $-192M | $-83M | $-28M | $-45M | $-124M | |
| Net Change in Cash | $1M | $-24M | $35M | $2M | $-13M | $-1.60B | $1.61B | $8M | $3M | $18M | $-17M | $-10M | $11M | $22M | $-25M | $-16M | |
| Taxes Paid | · | · | $27M | $13M | $-12M | $13M | $54M | $38M | $29M | $13M | $49M | $32M | $41M | $11M | $33M | $57M | |
| Free Cash Flow | · | $186M | · | · | · | $82M | · | · | · | $99M | · | · | · | $48M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $72M | · | · | · | $22M | · | · |
Lucratividade 8
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 44.8% | 43.1% | · | 44.9% | 44.0% | 36.2% | · | 45.4% | 44.9% | 43.1% | · | 44.9% | 42.7% | 41.4% | · | 42.2% | |
| Operating Margin | 11.1% | 10.4% | · | 14.8% | 9.6% | 0.82% | · | 15.5% | 14.1% | 11.1% | · | 14.3% | 12.5% | 11.9% | · | 15.7% | |
| Net Margin | 6.1% | 5.8% | · | 8.4% | 5.3% | -2.1% | · | 10.0% | 8.6% | 6.4% | · | 8.9% | 7.3% | 7.1% | · | 10.3% | |
| Pretax Margin | 8.1% | 7.6% | · | 11.0% | 5.5% | -3.1% | · | 13.1% | 11.4% | 8.2% | · | 11.8% | 9.9% | 9.1% | · | 13.6% | |
| EBITDA Margin | 15.1% | 14.4% | · | 18.4% | 13.2% | 4.9% | · | 19.4% | 18.1% | 15.1% | · | 17.9% | 16.1% | 15.6% | · | 19.1% | |
| ROA | 0.96% | 0.91% | · | 2.2% | 1.2% | -0.42% | · | 2.9% | 2.3% | 1.7% | · | 2.5% | 2.1% | 1.9% | · | 3.0% | |
| ROE | 3.6% | 3.5% | · | 10.0% | 6.1% | -2.2% | · | 33.4% | 38.6% | 42.2% | · | 368.5% | -356.8% | -258.5% | · | 126.4% | |
| ROIC | 4.7% | 4.5% | · | 8.0% | 6.1% | 0.32% | · | 27.2% | 31.9% | 31.7% | · | 64.7% | 85.5% | 321.3% | · | -100.8% |
Liquidez e Solvência 3
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.7 | 0.8 | · | 0.8 | 0.8 | 0.8 | · | 1.1 | 1.2 | 1.2 | · | 1.2 | 1.2 | 1.2 | · | 1.2 | |
| Quick Ratio | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | 3.8 | · | 5.6 | 4.7 | 4.4 | · | 7.5 |
Eficiência 3
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | · | 0.3 | 0.2 | 0.2 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | |
| Inventory Turnover | 1.5 | 1.6 | · | 2.0 | 1.7 | 1.8 | · | 1.4 | 1.3 | 1.3 | · | 1.3 | 1.3 | 1.2 | · | 1.5 | |
| Receivables Turnover | 5.0 | 5.3 | · | 4.9 | 4.5 | 3.9 | · | 2.6 | 2.6 | 2.5 | · | 2.5 | 2.7 | 2.7 | · | 2.6 |
Avaliação (TTM) 5
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $7.63B | $7.41B | · | $6.91B | $6.02B | $5.33B | · | $5.00B | $4.97B | $4.94B | · | $5.04B | $4.97B | $4.94B | · | $5.09B | |
| Net Income TTM | $492M | $348M | · | $373M | $302M | $279M | · | $426M | $388M | $367M | · | $424M | $401M | $439M | · | $531M | |
| P/E | 33.9 | 45.6 | · | 45.3 | 41.7 | 37.7 | · | 22.8 | 21.6 | 27.4 | · | 18.1 | 17.7 | 16.3 | · | 8.6 | |
| Earnings Yield | 2.9% | 2.2% | · | 2.2% | 2.4% | 2.7% | · | 4.4% | 4.6% | 3.6% | · | 5.5% | 5.6% | 6.2% | · | 11.7% | |
| Payout Ratio | · | 35.2% | · | · | · | -99.4% | · | · | · | 32.6% | · | · | · | 24.4% | · | · |
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
Demonstração de Resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Receita | $7.48B | $4.93B | $4.93B | $4.92B | $4.93B |
| Margem Bruta % | 42.6% | 44.2% | 43.2% | 41.6% | 43.8% |
| Margem Operacional % | 10.1% | 12.9% | 12.3% | 13.8% | 18.5% |
| Lucro líquido | $384M | $384M | $368M | $456M | $624M |
| EPS Diluído | $1.84 | $2.16 | $2.08 | $2.53 | $3.06 |
Balanço Patrimonial
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Índice de liquidez corrente | 0.8 | 1.1 | 1.2 | 1.2 | 1.2 |
| Índice de Liquidez Seca | 0.2 | 0.4 | 0.5 | 0.5 | 0.7 |
Fluxo de Caixa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $633M | $569M | $385M | $72M | $600M |
Sinais de trading Sinais recentes de compra/venda com preço de entrada e relação risco/recompensa
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Investidores institucionais (13F) 585 declarantes · $13.1B total · Em 30 de Junho de 2026
Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 117 (+37 vs trimestre anterior) | 83 (-1 vs trimestre anterior) | 194 (-18 vs trimestre anterior) | 177 (-2 vs trimestre anterior) | +30.7M |
Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.
| Instituição | Valor | Ações | % de 13F rastreado | Tipo |
|---|---|---|---|---|
| FMR LLC | $1.409.376.730 | 17.976.744 | 10,72% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $717.865.131 | 9.156.443 | 5,46% | Ações |
| Select Equity Group, L.P. | $697.186.974 | 8.892.691 | 5,30% | Ações |
| WINDACRE PARTNERSHIP LLC | $660.151.520 | 8.420.300 | 5,02% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $644.534.318 | 8.221.101 | 4,90% | Ações |
| STATE STREET CORP | $570.776.147 | 7.280.308 | 4,34% | Ações |
| Linonia Partnership LP | $519.372.090 | 6.624.644 | 3,95% | Ações |
| BROWNING WEST LP | $499.401.336 | 6.369.915 | 3,80% | Ações |
| ABRAMS CAPITAL MANAGEMENT, L.P. | $454.624.038 | 5.798.776 | 3,46% | Ações |
| D1 Capital Partners L.P. | $390.068.538 | 4.975.364 | 2,97% | Ações |
| Artisan Partners Limited Partnership | $365.600.782 | 4.663.275 | 2,78% | Ações |
| LONDON CO OF VIRGINIA | $295.107.974 | 3.764.607 | 2,24% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $249.346.733 | 3.179.424 | 1,90% | Ações |
| TIMUCUAN ASSET MANAGEMENT INC/FL | $233.307.169 | 2.975.857 | 1,77% | Ações |
| Point72 Asset Management, L.P. | $225.669.774 | 2.878.441 | 1,72% | Ações |
| Third Point LLC | $201.548.290 | 2.570.769 | 1,53% | Ações |
| BECK MACK & OLIVER LLC | $193.529.224 | 2.468.485 | 1,47% | Ações |
| Avantyr Capital Partners, LP | $168.802.256 | 2.153.090 | 1,28% | Ações |
| STEADFAST CAPITAL MANAGEMENT LP | $166.032.776 | 2.117.765 | 1,26% | Ações |
| NORGES BANK | $161.177.307 | 2.055.833 | 1,23% | Ações |
| CITADEL ADVISORS LLC | $133.454.989 | 1.702.232 | 1,02% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $131.103.366 | 1.672.238 | 1,00% | Ações |
| WELLINGTON MANAGEMENT GROUP LLP | $126.769.507 | 1.616.958 | 0,96% | Ações |
| Castle Hook Partners LP | $122.043.634 | 1.556.679 | 0,93% | Ações |
| EMINENCE CAPITAL, LP | $111.840.516 | 1.512.994 | 0,85% | Ações |
| GOLDMAN SACHS GROUP INC | $109.658.830 | 1.398.710 | 0,83% | Ações |
| Avala Global LP | $107.831.046 | 1.375.396 | 0,82% | Ações |
| Cartenna Capital, LP | $105.840.000 | 1.350.000 | 0,81% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $103.992.190 | 1.326.431 | 0,79% | Ações |
| Forest Avenue Capital Management LP | $101.617.533 | 1.296.142 | 0,77% | Ações |
| Luxor Capital Group, LP | $94.715.040 | 1.208.100 | 0,72% | Ações |
| Hudson Way Capital Management LLC | $94.535.269 | 1.205.807 | 0,72% | Ações |
| FIL Ltd | $83.365.150 | 1.063.331 | 0,63% | Ações |
| Artemis Investment Management LLP | $80.183.992 | 1.022.755 | 0,61% | Ações |
| NEUBERGER BERMAN GROUP LLC | $79.816.962 | 1.018.359 | 0,61% | Ações |
| 140 Summer Partners LP | $78.030.501 | 995.287 | 0,59% | Ações |
| Clearbridge Investments, LLC | $75.383.918 | 961.530 | 0,57% | Ações |
| BANK OF AMERICA CORP /DE/ | $72.360.691 | 922.968 | 0,55% | Ações |
| Schonfeld Strategic Advisors LLC | $71.832.586 | 916.232 | 0,55% | Ações |
| SCOPUS ASSET MANAGEMENT, L.P. | $70.560.000 | 900.000 | 0,54% | Opção de compra |
| SCOPUS ASSET MANAGEMENT, L.P. | $69.384.000 | 885.000 | 0,53% | Ações |
| M.D. Sass, LLC | $65.563.215 | 836.265 | 0,50% | Ações |
| CITADEL ADVISORS LLC | $62.743.520 | 800.300 | 0,48% | Opção de compra |
| Engineers Gate Manager LP | $60.011.829 | 765.457 | 0,46% | Ações |
| Gotham Asset Management, LLC | $55.063.378 | 702.339 | 0,42% | Ações |
| GOODNOW INVESTMENT GROUP, LLC | $53.894.120 | 687.425 | 0,41% | Ações |
| JONES FINANCIAL COMPANIES LLLP | $53.380.946 | 684.898 | 0,41% | Ações |
| Wolf Hill Capital Management, LP | $50.960.000 | 650.000 | 0,39% | Ações |
| Empyrean Capital Partners, LP | $49.548.800 | 632.000 | 0,38% | Ações |
| SW Investment Management LLC | $47.040.000 | 600.000 | 0,36% | Ações |
| Greenstone Partners & Co., LLC | $44.580.906 | 568.634 | 0,34% | Ações |
| Balyasny Asset Management L.P. | $43.044.422 | 549.036 | 0,33% | Ações |
| JANE STREET GROUP, LLC | $42.398.720 | 540.800 | 0,32% | Opção de compra |
| No Street GP LP | $42.336.000 | 540.000 | 0,32% | Ações |
| RHUMBLINE ADVISERS | $41.710.628 | 532.024 | 0,32% | Ações |
| BNP PARIBAS FINANCIAL MARKETS | $41.590.494 | 530.491 | 0,32% | Ações |
| AMERIPRISE FINANCIAL INC | $37.392.724 | 476.948 | 0,28% | Ações |
| PRINCIPAL FINANCIAL GROUP INC | $37.263.050 | 475.294 | 0,28% | Ações |
| 12th Street Asset Management Company, LLC | $32.376.389 | 412.964 | 0,25% | Ações |
| ENVESTNET ASSET MANAGEMENT INC | $31.818.278 | 405.845 | 0,24% | Ações |
| Swiss National Bank | $31.438.400 | 401.000 | 0,24% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $29.980.160 | 382.400 | 0,23% | Opção de compra |
| Robertson Opportunity Capital, LLC | $27.818.358 | 354.826 | 0,21% | Ações |
| Highlander Partners, L.P. | $25.832.800 | 329.500 | 0,20% | Ações |
| Interval Partners, LP | $24.887.766 | 317.446 | 0,19% | Ações |
| FRED ALGER MANAGEMENT, LLC | $23.336.387 | 297.658 | 0,18% | Ações |
| Greenstone Partners, L.P. | $22.939.194 | 272.017 | 0,17% | Ações |
| Anabranch Capital Management, LP | $22.775.278 | 290.501 | 0,17% | Ações |
| Retirement Systems of Alabama | $21.524.328 | 274.545 | 0,16% | Ações |
| Ceredex Value Advisors LLC | $21.465.920 | 273.800 | 0,16% | Ações |
| California Public Employees Retirement System | $20.003.838 | 255.151 | 0,15% | Ações |
| CLOUGH CAPITAL PARTNERS L P | $19.880.280 | 253.575 | 0,15% | Ações |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $19.600.000 | 250.000 | 0,15% | Ações |
| LOOMIS SAYLES & CO L P | $19.491.411 | 248.615 | 0,15% | Ações |
| ALLIANCEBERNSTEIN L.P. | $18.705.604 | 253.052 | 0,14% | Ações |
| Verition Fund Management LLC | $17.839.685 | 227.547 | 0,14% | Ações |
| Broad Bay Capital Management, LP | $17.765.832 | 226.605 | 0,14% | Ações |
| BlackRock, Inc. | $17.701.309 | 225.782 | 0,13% | Ações |
| MAPLELANE CAPITAL, LLC | $17.478.888 | 222.945 | 0,13% | Ações |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $17.137.391 | 231.837 | 0,13% | Ações |
| PARNASSUS INVESTMENTS, LLC | $16.208.573 | 206.742 | 0,12% | Ações |
| STATE OF WISCONSIN INVESTMENT BOARD | $16.072.862 | 205.011 | 0,12% | Ações |
| RAYMOND JAMES FINANCIAL INC | $15.956.205 | 203.523 | 0,12% | Ações |
| VANGUARD GROUP INC | $15.526.506 | 173.908 | 0,12% | Ações |
| VANGUARD ASSET MANAGEMENT, Ltd | $15.108.150 | 192.706 | 0,11% | Ações |
| Cresset Asset Management, LLC | $13.445.321 | 171.496 | 0,10% | Ações |
| MARSHALL WACE, LLP | $13.376.530 | 170.619 | 0,10% | Ações |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $13.271.395 | 169.278 | 0,10% | Ações |
| Nuveen Asset Management, LLC | $13.100.605 | 231.092 | 0,10% | Ações |
| USS Investment Management Ltd | $12.974.224 | 165.477 | 0,10% | Ações |
| JANE STREET GROUP, LLC | $12.802.720 | 163.300 | 0,10% | Opção de venda |
| FIRST TRUST ADVISORS LP | $12.548.950 | 160.063 | 0,10% | Ações |
| Quantinno Capital Management LP | $12.330.519 | 157.277 | 0,09% | Ações |
| MAPLELANE CAPITAL, LLC | $12.206.880 | 155.700 | 0,09% | Opção de compra |
| RIHO Partners, LLC | $12.130.198 | 164.099 | 0,09% | Ações |
| Governors Lane LP | $11.829.384 | 150.885 | 0,09% | Ações |
| ELWOOD CAPITAL PARTNERS LP | $11.766.899 | 150.088 | 0,09% | Ações |
| BOOTHBAY FUND MANAGEMENT, LLC | $11.481.210 | 146.444 | 0,09% | Ações |
| TIG Advisors, LLC | $11.092.973 | 141.492 | 0,08% | Ações |
| OPPENHEIMER ASSET MANAGEMENT INC. | $11.051.578 | 140.964 | 0,08% | Ações |
Executivos da empresa 55 insiders · 17 diretores · 21 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Scott L Thompson | CEO & PRESIDENT | 26 de Fevereiro de 2026 A | 4.093.634 | 0 | 0 | $0 |
| Clifford H Buster III | CEO, North America | 11 de Junho de 2025 M | 280.755 | 0 | 0 | $0 |
| Mark A Sarvary | CEO & PRESIDENT | 27 de Fevereiro de 2015 A | 68.556 | 0 | 0 | $0 |
| Barry Hytinen | CFO, EVP | 24 de Fevereiro de 2017 A | 36.979 | 0 | 0 | $0 |
| Dale E Williams | EVP & CFO | 27 de Fevereiro de 2015 A | 178.744 | 0 | 0 | $0 |
| William T Yaggi | COO | 19 de Fevereiro de 2016 F | 5.522 | 0 | 0 | $0 |
| Hansbart Wijnand | EVP, INTERNATIONAL | 28 de Fevereiro de 2025 A | 49.585 | 0 | 0 | $0 |
| Scott Vollet | EVP, Global Operations | 28 de Fevereiro de 2025 A | 447.234 | 0 | 0 | $0 |
| Thomas A. Murray | EVP, CMO U.S. | 28 de Fevereiro de 2025 A | 195.892 | 0 | 0 | $0 |
| Steven H Rusing | EVP, President, U.S. Sales | 28 de Fevereiro de 2025 A | 275.291 | 0 | 0 | $0 |
| Richard W Anderson | EVP & President, North America | 21 de Novembro de 2019 G | 54.938 | 0 | 0 | $0 |
| Jay G Spenchian | EVP, Chief Marketing Officer | 28 de Fevereiro de 2017 M | 23.420 | 0 | 0 | $0 |
| Lou H Jones | EVP, GC & SECRETARY | 28 de Julho de 2016 M | 26.475 | 0 | 0 | $0 |
| Brad Patrick | EVP, Chief HR Officer | 6 de Novembro de 2015 M | 3.414 | 0 | 0 | $0 |
| Matthew Clift | EVP, GLOBAL OPERATIONS | 13 de Março de 2013 M | 23.834 | 0 | 0 | $0 |
| Jeffrey B Johnson | VP, Corp. Ctrl, CAO, Asst. Sec | 1 de Maio de 2006 M | 0 | 0 | 0 | $0 |
| David C Fogg | Senior Vice President | 16 de Maio de 2005 S | 0 | 0 | 0 | $0 |
| Richard W Neu | Conselheiro | 13 de Maio de 2026 A | 173.812 | 0 | 0 | $0 |
| Cathy R. Gates | Conselheiro | 5 de Setembro de 2025 S | 38.575 | 0 | 1 | $-522.490 |
| Meredith R. Siegfried | Conselheiro | 14 de Maio de 2025 A | 15.123 | 0 | 0 | $0 |
| Simon Dyer | Conselheiro | 9 de Maio de 2025 F | 9.245 | 0 | 0 | $0 |
| John Heil | Conselheiro | 9 de Maio de 2024 A | 134.530 | 0 | 0 | $0 |
| Jon L Luther | Conselheiro | 25 de Fevereiro de 2022 M | 94.255 | 0 | 0 | $0 |
| Robert B Trussell JR | Conselheiro | 17 de Dezembro de 2021 G | 29.800 | 0 | 0 | $0 |
| Arik W Ruchim | Conselheiro | 15 de Março de 2021 S | 11.000.000 | 0 | 0 | $0 |
| Usman Nabi | Conselheiro | 11 de Março de 2018 J | 7.311.200 | 0 | 0 | $0 |
| Lawrence J Rogers | Conselheiro | 4 de Maio de 2016 M | 23.268 | 0 | 0 | $0 |
| Peter K Hoffman | Conselheiro | 3 de Março de 2016 M | 47.644 | 0 | 0 | $0 |
| Paul R Judge | Conselheiro | 11 de Maio de 2015 A | 5.201 | 0 | 0 | $0 |
| Nancy F Koehn | Conselheiro | 11 de Maio de 2015 A | 6.721 | 0 | 0 | $0 |
| Francis A Doyle | Conselheiro | 11 de Maio de 2015 A | 58.893 | 0 | 0 | $0 |
| Christopher A Masto | Conselheiro | 7 de Maio de 2014 A | 5.601 | 0 | 0 | $0 |
| Andrews P Mclane | Conselheiro | 7 de Maio de 2014 A | 220.081 | 0 | 0 | $0 |
| Thomas H Bryant | Conselheiro | 3 de Fevereiro de 2010 S | 57.836 | 0 | 0 | $0 |
| Jeffrey S Barber | Conselheiro | 21 de Fevereiro de 2007 J | 30.576 | 0 | 0 | $0 |
| Tully M Friedman | Conselheiro | 28 de Março de 2006 S | 0 | 0 | 0 | $0 |
| Chieftain Capital Management, Inc. | Detentor de 10% | 23 de Novembro de 2012 P | 2.141.775 | 0 | 0 | $0 |
| FRIEDMAN FLEISCHER & LOWE GP LLC | Detentor de 10% | 25 de Abril de 2005 J | 0 | 0 | 0 | $0 |
| Evelyn S Dilsaver | — | 13 de Maio de 2026 A | 156.574 | 0 | 0 | $0 |
| Peter R Sachse | — | 13 de Maio de 2026 A | 65.947 | 0 | 0 | $0 |
| Bhaskar Rao | — | 26 de Fevereiro de 2026 A | 354.036 | 0 | 0 | $0 |
| David Montgomery | — | 26 de Fevereiro de 2026 A | 858.570 | 0 | 0 | $0 |
| TA ASSOCIATES STRATEGIC PARTNERS FUND A LP | — | 21 de Março de 2007 S | 52.372 | 0 | 0 | $0 |
| TA ASSOCIATES STRATEGIC PARTNERS FUND B LP | — | 21 de Março de 2007 S | 9.627 | 0 | 0 | $0 |
| TA ASSOCIATES SPF LP | — | 21 de Março de 2007 S | 61.999 | 0 | 0 | $0 |
| TA ASSOCIATES INC | — | 21 de Março de 2007 S | 4.399.187 | 0 | 0 | $0 |
| TA ASSOCIATES SDF LLC | — | 21 de Fevereiro de 2007 J | 0 | 0 | 0 | $0 |
| TA ASSOCIATES AP IV LP | — | 21 de Fevereiro de 2007 J | 0 | 0 | 0 | $0 |
| TA ASSOCIATES VIII LLC | — | 21 de Fevereiro de 2007 J | 0 | 0 | 0 | $0 |
| TA ASSOCIATES IX LLC | — | 21 de Fevereiro de 2007 J | 0 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Ativistas e proprietários de 5%+ 3 participações
Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.
| Declarante | Declarado | Participação | Status | Propósito | Declaração |
|---|---|---|---|---|---|
| H Partners Management, LLC, H Partners, LP, H Partners Capital, LLC, Rehan Jaffer ×16 declarações | 4 de Agosto de 2021 | — | Declaração inicial | — | SEC |
| Chieftain Capital Management, Inc. ×2 declarações | 14 de Abril de 2015 | — | Declaração inicial | Investimento passivo | SEC |
| Friedman Fleischer & Lowe Capital Partners II, L.P., FFL Executive Partners II, L.P., FFL Parallel Fund II, L.P., Friedman Fleischer & Lowe GP II, L.P., Friedman Fleischer & Lowe GP II, LLC, David L. Lowe, Spencer C. Fleischer, Tully M. Friedman, Christopher A. Masto ×2 declarações | 17 de Fevereiro de 2010 | — | Declaração inicial | Investimento passivo | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Participação em ETFs Detido por 103 ETFs
O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.
| Fundo | Peso | Unidades | Em | Fonte |
|---|---|---|---|---|
| AMID · EA Series Trust | 2,17% | 32.105 NS | 29 de Maio de 2026 | N-PORT |
| FFSM · FIDELITY COVINGTON TRUST | 1,24% | 211.425 NS | 30 de Abril de 2026 | N-PORT |
| XMMO · Invesco Exchange-Traded Fund Trust | 1,11% | 1.284.364 SH | 8 de Agosto de 2026 | Diário |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,86% | 207.547 SH | 8 de Agosto de 2026 | Diário |
| IJK · iShares Trust | 0,73% | 1.230.881 SH | 8 de Agosto de 2026 | Diário |
| FFLV · FIDELITY COVINGTON TRUST | 0,72% | 1.648 NS | 30 de Abril de 2026 | N-PORT |
| FFLC · FIDELITY COVINGTON TRUST | 0,70% | 104.123 NS | 30 de Abril de 2026 | N-PORT |
| HOMZ · ETF Series Solutions | 0,67% | 3.228 NS | 31 de Maio de 2026 | N-PORT |
| RFG · Invesco Exchange-Traded Fund Trust | 0,67% | 36.972 SH | 8 de Agosto de 2026 | Diário |
| PAMC · Pacer Funds Trust | 0,67% | 5.558 NS | 30 de Abril de 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0,60% | 283 NS | 29 de Maio de 2026 | N-PORT |
| QUVU · Hartford Funds Exchange-Traded Trust | 0,55% | 12.458 NS | 30 de Abril de 2026 | N-PORT |
| FXD · First Trust Exchange-Traded AlphaDE… | 0,54% | 18.884 NS | 30 de Abril de 2026 | N-PORT |
| SMDX · Tidal Trust III | 0,51% | 8.380 NS | 30 de Abril de 2026 | N-PORT |
| FTC · First Trust Exchange-Traded AlphaDE… | 0,48% | 79.775 NS | 30 de Abril de 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0,47% | 24.079 NS | 30 de Abril de 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,45% | 339.756 SH | 8 de Agosto de 2026 | Diário |
| JSMD · Janus Detroit Street Trust | 0,43% | 55.850 NS | 30 de Abril de 2026 | N-PORT |
| XJH · iShares Trust | 0,43% | 28.428 SH | 8 de Agosto de 2026 | Diário |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0,43% | 28.880 SH | 8 de Agosto de 2026 | Diário |
| BKMC · BNY Mellon ETF Trust | 0,41% | 33.735 NS | 30 de Abril de 2026 | N-PORT |
| IJH · iShares Trust | 0,38% | 7.257.507 SH | 8 de Agosto de 2026 | Diário |
| VBK · VANGUARD INDEX FUNDS | 0,37% | 2.268.412 SH | 8 de Agosto de 2026 | Diário |
| MVV · ProShares Trust | 0,32% | 7.252 NS | 31 de Maio de 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0,32% | 3.477 NS | 30 de Abril de 2026 | N-PORT |
| VCR · VANGUARD WORLD FUND | 0,30% | 265.063 SH | 8 de Agosto de 2026 | Diário |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,29% | 59.691 SH | 8 de Agosto de 2026 | Diário |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,28% | 75.642 NS | 30 de Abril de 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0,28% | 567.603 NS | 31 de Maio de 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0,28% | 85.930 NS | 30 de Abril de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,26% | 28.040 NS | 31 de Maio de 2026 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 0,25% | 59.174 NS | 30 de Abril de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,24% | 15.101 NS | 30 de Abril de 2026 | N-PORT |
| TEXN · iShares Trust | 0,23% | 588 SH | 8 de Agosto de 2026 | Diário |
| UMDD · ProShares Trust | 0,22% | 1.013 NS | 31 de Maio de 2026 | N-PORT |
| IYC · iShares Trust | 0,22% | 40.596 SH | 8 de Agosto de 2026 | Diário |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,21% | 59.331 NS | 30 de Abril de 2026 | N-PORT |
| SMLF · iShares Trust | 0,20% | 131.730 SH | 8 de Agosto de 2026 | Diário |
| VXF · VANGUARD INDEX FUNDS | 0,19% | 2.413.888 SH | 8 de Agosto de 2026 | Diário |
| VB · VANGUARD INDEX FUNDS | 0,19% | 4.583.199 SH | 8 de Agosto de 2026 | Diário |
| APUE · Trust for Professional Managers | 0,18% | 64.911 NS | 31 de Maio de 2026 | N-PORT |
| SMMD · iShares Trust | 0,18% | 102.018 SH | 8 de Agosto de 2026 | Diário |
| GSEW · Goldman Sachs ETF Trust | 0,18% | 44.074 NS | 31 de Maio de 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,17% | 33.238 NS | 30 de Abril de 2026 | N-PORT |
| IMCG · iShares Trust | 0,16% | 101.601 SH | 8 de Agosto de 2026 | Diário |
| IEDI · iShares U.S. ETF Trust | 0,15% | 674 SH | 8 de Agosto de 2026 | Diário |
| ESML · iShares Trust | 0,15% | 66.866 SH | 8 de Agosto de 2026 | Diário |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,13% | 7.668 NS | 31 de Maio de 2026 | N-PORT |
| WSML · iShares Trust | 0,12% | 12.093 SH | 8 de Agosto de 2026 | Diário |
| IWS · iShares Trust | 0,11% | 255.304 SH | 8 de Agosto de 2026 | Diário |